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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
176
Arizona State Retirement System
Arizona State Retirement System
Arizona
$262M +$16.6M 18 2.13% Increased
177
Amalgamated Bank
Amalgamated Bank
New York
$259M +$2.33M 26 2.1% Increased
178
Robeco Schweiz
Robeco Schweiz
Switzerland
$259M +$6.05M 5 3.85% Increased
179
Corient Private Wealth
Corient Private Wealth
Florida
$255M +$2.27M 12 0.59% Increased
180
Creative Planning
Creative Planning
Kansas
$254M +$166K 15 0.34% Increased
181
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$244M -$3.74M 7 2.55% Reduced
182
Panagora Asset Management
Panagora Asset Management
Massachusetts
$242M -$16.8M 9 1.43% Reduced
183
Rafferty Asset Management
Rafferty Asset Management
New York
$241M +$92.5K 4 1.36% Increased
184
UniSuper Management
UniSuper Management
Australia
$240M +$184M 3 2.73% New
185
Silvercrest Asset Management
Silvercrest Asset Management
New York
$237M +$4.31M 4 1.69% Increased
186
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$237M +$2.02M 9 1.46% Increased
187
National Bank of Canada
National Bank of Canada
Quebec, Canada
$236M +$44.4M 16 0.43% Increased
188
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$235M -$5.75M 14 1.58% Reduced
189
Scout Investments
Scout Investments
Missouri
$231M +$20.1M 2 4.71% Increased
190
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$224M +$40.8M 4 2.33% Increased
191
TPSF
Texas Permanent School Fund
Texas
$224M +$6.07M 13 2.07% Increased
192
Rockefeller Capital Management
Rockefeller Capital Management
New York
$219M -$8.44M 10 0.85% Reduced
193
NSCM
New South Capital Management
Tennessee
$216M -$5.86M 2 9.62% Reduced
194
Daiwa Securities Group
Daiwa Securities Group
Japan
$216M -$4.29M 11 1.43% Reduced
195
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$215M +$20M 16 0.75% Increased
196
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$214M +$3.21M 9 1.4% Increased
197
Första AP-fonden
Första AP-fonden
Sweden
$211M +$6.51M 4 2.28% Increased
198
Group One Trading
Group One Trading
Illinois
$208M +$73.7M 13 0.67% Increased
199
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$207M -$27.6M 6 2.57% Reduced
200
Natixis
Natixis
France
$205M +$70.3M 4 1.67% Increased